Wallace Advisory Group, LLC Purchases in Q2 2025

Wallace Advisory Group, LLC

  • $138 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
2.69K
+ 16.59%
$21.59 - $24.84 $58.1K - $66.9K
18.9K $479M
CSGP
Costar Group, Inc.

Real Estate
126
+ 2.48%
$72.62 - $83.22 $9.15K - $10.5K
5.2K $412M
AMAT
Applied Materials Inc

Technology
600
+ 26.62%
$126.95 - $183.52 $76.2K - $110K
2.85K $414M
EPAC
Enerpac Tool Group Corp

Industrials
491
+ 7.96%
$37.39 - $46.15 $18.4K - $22.7K
6.66K $299M
PAYC
Paycom Software, Inc.

Technology
60
+ 2.72%
$193.07 - $265.71 $11.6K - $15.9K
2.26K $494M
BMY
Bristol Myers Squibb CO

Healthcare
97
+ 1.21%
$44.12 - $59.6 $4.28K - $5.78K
8.13K $496M
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.09%
$274.35 - $599.47 $549 - $1.2K
2.25K $1.18B
CTAS
Cintas Corp

Industrials
8
+ 0.5%
$190.11 - $227.66 $1.52K - $1.82K
1.61K $331M
LOW
Lowes Companies Inc

Consumer Cyclical
337
+ 10.55%
$210.83 - $235.28 $71K - $79.3K
3.53K $824M
RELX
Relx PLC

Communication Services
152
+ 2.78%
$45.31 - $55.66 $6.89K - $8.46K
5.63K $284M
CASY
Caseys General Stores Inc

Consumer Cyclical
29
+ 5.64%
$415.82 - $510.91 $12.1K - $14.8K
543 $236M
AME
Ametek Inc

Industrials
221
+ 15.4%
$151.41 - $182.75 $33.5K - $40.4K
1.66K $285M
MPC
Marathon Petroleum Corp

Energy
75
+ 3.44%
$118.55 - $170.08 $8.89K - $12.8K
2.26K $329M
MPWR
Monolithic Power Systems Inc

Technology
48
+ 12.21%
$455.19 - $737.73 $21.8K - $35.4K
441 $256M
UPS
United Parcel Service Inc

Industrials
770
+ 20.03%
$91.92 - $110.2 $70.8K - $84.9K
4.61K $507M
VCIT
Vanguard Intermediate Term Cor

ETFs
149
+ 3.08%
$79.56 - $82.92 $11.9K - $12.4K
4.98K $407M
ASML
Asml Holding Nv

Technology
64
+ 8.28%
$595.37 - $815.24 $38.1K - $52.2K
837 $555M
CNC
Centene Corp

Healthcare
253
+ 3.46%
$53.4 - $64.29 $13.5K - $16.3K
7.56K $459M
PCG
Pg&E Corp

Utilities
5.48K
+ 20.2%
$13.55 - $17.87 $74.2K - $97.9K
32.6K $560M
LUV
Southwest Airlines CO

Industrials
386
+ 3.62%
$24.04 - $34.36 $9.28K - $13.3K
11.1K $371M
SPTL
Spdr Portfolio Long Term Treas

ETFs
76
+ 0.87%
$25.48 - $27.78 $1.94K - $2.11K
8.79K $240M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
57
+ 0.81%
$28.98 - $37.18 $1.65K - $2.12K
7.08K $226M
ORCL
Oracle Corp

Technology
1.66K
+ 19.89%
$122.82 - $218.63 $204K - $363K
10K $1.4B
Cooper Cos Inc
383
+ 11.64%
N/A
3.67K $310M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.23%
$121.58 - $136.74 $486 - $547
1.73K $235M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
143
+ 1.29%
$45.11 - $52.34 $6.45K - $7.48K
11.3K $575M
SFBS
Servis First Bancshares, Inc.

Financial Services
149
+ 4.02%
$68.48 - $82.21 $10.2K - $12.2K
3.85K $318M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
164
+ 0.65%
$22.54 - $23.17 $3.7K - $3.8K
25.4K $585M
MET
Metlife Inc

Financial Services
91
+ 2.06%
$68.42 - $82.49 $6.23K - $7.51K
4.52K $363M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4
+ 0.06%
$40.82 - $43.14 $163 - $173
6.91K $294M
IWM
Ishares Russell 2000 ETF

ETFs
138
+ 10.53%
$174.82 - $215.79 $24.1K - $29.8K
1.45K $289M
HLLY
Holley Inc.

Consumer Cyclical
405
+ 3.53%
$1.77 - $2.57 $717 - $1.04K
11.9K $30.6M
AES
Aes Corp

Utilities
748
+ 2.11%
$9.63 - $12.55 $7.2K - $9.39K
36.2K $449M
GLW
Corning Inc

Technology
160
+ 1.73%
$39.07 - $52.59 $6.25K - $8.41K
9.41K $431M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
24
+ 0.25%
$29.12 - $35.84 $699 - $860
9.6K $317M
BA
Boeing CO

Industrials
44
+ 1.25%
$136.59 - $217.51 $6.01K - $9.57K
3.57K $609M
CW
Curtiss Wright Corp

Industrials
14
+ 2.24%
$283.18 - $488.55 $3.96K - $6.84K
640 $203M
TMO
Thermo Fisher Scientific Inc.

Healthcare
90
+ 3.1%
$390.26 - $489.06 $35.1K - $44K
2.99K $1.49B
MORN
Morningstar, Inc.

Financial Services
56
+ 5.19%
$255.31 - $313.93 $14.3K - $17.6K
1.14K $341M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
143
+ 2.03%
$35.35 - $42.68 $5.06K - $6.1K
7.18K $293M
MSCI
Msci Inc.

Financial Services
55
+ 3.41%
$506.56 - $576.74 $27.9K - $31.7K
1.67K $943M
MS
Morgan Stanley

Financial Services
40
+ 1.19%
$99.83 - $140.86 $3.99K - $5.63K
3.39K $396M
CSX
Csx Corp

Industrials
220
+ 1.84%
$26.69 - $32.91 $5.87K - $7.24K
12.1K $358M
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.16%
$335.24 - $380.78 $670 - $762
1.29K $472M
WST
West Pharmaceutical Services Inc

Healthcare
276
+ 29.55%
$190.39 - $227.7 $52.5K - $62.8K
1.21K $271M
GDDY
Go Daddy Inc.

Technology
20
+ 0.83%
$162.11 - $192.36 $3.24K - $3.85K
2.43K $438M
NCNO
N Cino, Inc.

Technology
444
+ 5.2%
$21.45 - $28.12 $9.52K - $12.5K
8.98K $247M
IT
Gartner Inc

Technology
8
+ 1.17%
$377.5 - $449.52 $3.02K - $3.6K
690 $290M
ABNB
Airbnb, Inc.

Consumer Cyclical
186
+ 3.13%
$105.69 - $140.64 $19.7K - $26.2K
6.12K $731M
Activity Summary
Buys All Purchases 115 New Holdings 15 Increased Positions 100 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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